SYNTHESIS OF PROGRAMME - Norte 2020

Page created by Harold Moran
 
CONTINUE READING
SYNTHESIS OF PROGRAMME
TABLE OF
CONTENTS
INTRODUCTION     06
                                FUNDING STRUCTURE     08
SPONSORS AND EXAMPLES OF ACTIONS REQUIRING FUNDING    10
                                            WEBSITE   54
                                         CONCEPTS     56
                                         ACRONYMS     58
INTRODUCTION
NORTE 2020 (2014–2020 North Portugal Regional Operational Programme) is a financial instrument intended to
support regional development in North Portugal, which is part of the PORTUGAL 2020 Partnership Agreement
and of the current cycle of structural funds provided by the European Union.
Under the management of the North Portugal Regional Coordination and Development Commission (CCDR-N),
NORTE 2020 stands as an important contribution to the regional development strategy, based on a dual path of
convergence with the european and national averages. Given the paradigm of the European cohesion policy, which
channels most of the funds to less competitive regions, the allocation for NORTE 2020, of 3.4 billion euros, is the
most relevant among regional operational programmes.
This financial envelope is complemented by other thematic operational programmes and financial instruments
of which the North Portugal Region is a beneficiary, with the aim of materialising the vision of the regional
development strategy planned in NORTE 2020:

“In 2020, the North Portugal Region will be able to generate a level of production of tradable goods and services
that allows resuming the convergence trend towards the European level, ensuring sustainable increases in the
population’s income and employment levels and thus promoting economic, social and territorial cohesion”.

                                                                                                                      07
FUNDING
STRUCTURE
NORTE 2020 is organised into nine Priority Axes, plus an axis related to the financial aid and technical assistance
 required to implement the programme.
 Each Priority Axis is allocated a budget from a Structural Fund, ERDF and/or ESF, which is intended to co-fund
 applications submitted to CCDR-N as the Managing Authority.

          Priority Axis                       European Support                            Relative Weight

Research, Technological
Development and Innovation                   402,800,510 (ERDF)                                 11.9%

Competitiveness of Small and
                                             1,262,318,221 (ERDF)                               37.4%
Medium Sized Enterprises

Low Carbon Economy                            158,521,762 (ERDF)                                4.7%

Environment Quality                           161,286,915 (ERDF)                                4.8%

Urban System                                 384,754,583 (ERDF)                                 11.4%

                                              57,529,474 (ERDF)
Employment and Job Mobility                                                                     5.8%
                                               137,787,630 (ESF)

                                               79,861,737 (ERDF)
Social Inclusion and Poverty                                                                    6.4%
                                               137,964,542 (ESF)

Education and Learning                        172,748,474 (ERDF)
                                                                                                12.9%
Throughout Life                                263,076,411 (ESF)

Institutional Capacity                        32,247,872 (ERDF)
                                                                                                2.3%
Building and ICT                               44,137,600 (ESF)

Technical Support                             83,735,000 (ERDF)                                 2.5%

TOTAL                                            3,378,770,731                                  100%

                                                                                                                       09
SPONSORS AND EXAMPLES OF
ACTIONS REQUIRING FUNDING
The NORTE 2020 Priority Axes are divided into subsets of specific goals, which, in turn, contain types of actions
and actions requiring support.
For detailed descriptions of the types of interventions associated to each of the NORTE 2020 priority axes, as
well as other specifications, read the full version of the programme, available at www.norte2020.pt.

                                                                                                                    11
Priority Axis 1
           Research, Technological Development and Innovation

                     Specific goals                                        Sponsors

     Increasing internationally recognised, high-       Public sector research, STS (Scientific and
     quality scientific production, geared towards      Technological System) entities, companies and
     smart specialisation, with the aim of boosting     other public and private entities developing
     a technology-based economy with high added         R&D&I activities.
     value, by rationalising and modernising R&D&I
     infrastructures and privileging excellence,
     cooperation and integration into international
     R&D&I networks.

     Enhancing the transfer of scientific and           Companies, business associations, STS entities
     technological knowledge for the business sector,   and other public or private entities working in the
     promoting greater efficacy in the I&I System and   field of R&D&I.
     the creation of value.

12
Types of actions and examples of actions requiring funding

(i) R&D projects fully aligned with the priority areas of smart regional specialisation, entailing
cooperation and interaction with the regional economy and favouring networking, sharing of best
practices, cooperation and the launching of joint initiatives; (ii) participation in EU-funded R&D&I
programmes, namely in the preparation of applications, disclosure and dissemination of R&D results,
particularly HORIZONTE 2020.

Investing in infrastructure and equipment included in the Portuguese Roadmap of Research
Infrastructures (RNIIE).

(i) activities aimed at interaction and the transfer of existing knowledge to businesses, in order
to improve their competitiveness, promoted by STS entities (e.g. technology centres, technology
transfer centres, new technology institutes, science and technology parks); (ii) activities aimed
at disseminating and spreading new knowledge and technologies generated in R&D projects
(demonstrator projects); (iii) patenting and licensing of industrial property; (iv) “seed” projects
(supporting PhD or Post-Doctoral students in the development of prototypes and/or processes
intended for a specific market and/or industry sector); (v) investment in infrastructure and
equipment for the creation and expansion of technology centres and science and technology parks.

                                                                                                       13
Priority Axis 1
            Research, Technological Development and Innovation

                      Specific goals                                         Sponsors

     Increasing investment in R&D&I by companies,         Companies, business associations, STS entities
     strengthening the link between businesses            and other public or private entities working in the
     and the regional STS entities and promoting          field of R&D&I.
     an increase in knowledge-intensive economic
     activities, as well as the creation of value based
     on innovation.

14
Types of actions and examples of actions requiring funding

Incentives for corporate R&D: (i) projects developed or co-sponsored by companies (consortia and
networks of STS companies and entities), aimed at strengthening productivity, competitiveness
and the integration of companies in the global market, by conducting industrial research and
pre-competitive development activities; (ii) creation and promotion of R&D centres in companies
(investment in equipment and strengthening the companies’ internal competences in the production
of knowledge with potential effects on business competitiveness and innovation), under an initial
R&D activity plan and for a limited period of time; (iii) participation in other R&D programs funded
by the EU: support for potential beneficiaries in the preparation of applications and the publication
and dissemination of the results of the respective R&D projects; (iv) participation of local companies
in European industrial R&D projects, such as the “Eureka” projects, which are not funded by
national or European public funds.

Simplified TR&D project: in the form of a simplified tool to support small business initiatives
by SMEs, restricted to companies without any approved investment projects in the area of
intervention of TR&D, constituting first contacts between companies and the other players in the
I&I system (both national or foreign). Support shall be given for the hiring of consulting services in
technological research and development activities, as well as in technology transfer services.

                                                                                                         15
Priority Axis 1
           Research, Technological Development and Innovation

                     Specific goals                                         Sponsors

     Strengthening networks and other forms              Companies, business associations, STS entities
     of partnership and cooperation aimed                and other public or private entities working in the
     at strengthening innovation and the                 field of R&D&I.
     internationalisation of companies and value
     chains, thereby promoting smart regional
     specialisation.

     Increasing corporate investment in innovative       Companies, business associations, STS entities
     activities (product, process, organisational        and other public or private entities working in the
     and marketing methods), promoting increased         field of R&D&I
     tradable and exportable production and a shift in
     the productive profile of the economy.

16
Types of actions and examples of actions requiring funding

Clustering and collaborative networks: (i) activities aimed at demonstrating the economic potential
of TR&D results (dissemination of results and best practices in corporate R&D&I, etc.); (ii) clustering
(creating and promoting networks and partnerships) initiatives targeting related varieties of smart
specialisation areas, which improve the efficacy and efficiency of systemic innovation processes and
promote international competitiveness, involving companies, regional STS entities and interface
institutions.

Incentives for innovation for non-SMEs: (i) Development of innovative solutions based on R&D
results and entailing the integration and convergence of new technologies; (ii) Increased innovation
efforts in products and production processes for large companies, support is restricted to innovation
projects, according to the definition of the Oslo manual and to national and/or international
requirements. Such support for large companies shall be restricted to small-scale projects (less than
3M euros), whose effects include one or more priority areas of the smart specialisation strategy.

                                                                                                          17
Priority Axis 2
           Competitiveness of Small and Medium Sized Enterprises

                     Specific goals                             Sponsors

     Promoting qualified and creative        SMEs, business associations, business incubators
     entrepreneurship.                       and accelerators, public agencies, municipalities
                                             and inter-municipality communities, and
                                             other private and public entities developing
                                             activities aimed at promoting entrepreneurship.

18
Types of actions and examples of actions requiring funding

Qualified and creative entrepreneurship: (i) creation of new companies and new businesses
that are knowledge, technology and creativity intensives, particularly in smart specialisation
areas; (ii) collective actions to stimulate entrepreneurship, business creation and the exchanging
of experiences that allow identifying the best practices in the areas of innovation and
entrepreneurship.

Simplified entrepreneurship project: simplified tool to support small business initiatives by SMEs,
restricted to newly created enterprises (less than 1 year). Support shall be given for the hiring of
consulting services in the field of entrepreneurship, namely the preparing of business plans, as well
as consulting in the field of digital economy.

Business incubation and acceleration: infrastructures for the incubation and accelerating of
technology-based companies, in line with the (regional and national) smart specialisation strategy.
The funding of incubation infrastructures (infrastructures, equipment and, in case of new
incubators, support in terms of management capabilities for a limited initial period) that may come
to be identified as priority in the planning of such infrastructures includes the widening or shifting
of the focus of activity of the existing incubators, as well as any new infrastructures.

                                                                                                         19
Priority Axis 2
           Competitiveness of Small and Medium Sized Enterprises

                     Specific goals                                        Sponsors

     Strengthening the entrepreneurial skills          SMEs, business associations and public entities
     necessary to develop new business models and      (involved in the development of collective
     new corporate models, as well as investing on     activities or collective projects for SMEs) and the
     internationalisation, thus aiming at increasing   body that implements the financial instrument or
     companies’ competitiveness, with a positive       the fund of funds.
     impact on exports and on the visibility of the
     North Portugal Region as a NUTS II region, and
     as the most export-intensive in the country.

20
Types of actions and examples of actions requiring funding

Support for business internationalisation: (i) Projects to develop and implement new business
models that promote the access and presence of SMEs in international markets, namely related to
international marketing processes. (ii) knowledge-gathering and prospecting actions with the aim
of obtaining reliable knowledge on international markets, in view of the concrete specificities of the
companies’ offer.

Simplified internationalisation project: a simplified tool to support small business initiatives by
SMEs, restricted to companies that have not started their internationalisation process. Support shall
be given for the hiring of consulting services in the field of market prospecting.

Support for collective actions: (i) development of projects aimed at promoting cross-company
cooperation or the application of new business models aimed at increasing the size and/
or the added value within the respective tier and thus increase the companies’ capacity for
internationalisation; (ii) participation of companies in international networks, in collaborative
internationalisation and knowledge sharing processes, in the development and international
promotion of brands, in the prospecting, knowledge and access to new markets and in promotional
campaigns that ensure their presence and visibility in international markets; (iii) international
promotion and appreciation of the different products and tourist destinations in the North Portugal
Region, to be carried out by public and private non-profit organisations.

                                                                                                         21
Priority Axis 2
           Competitiveness of Small and Medium Sized Enterprises

                    Specific goals                                        Sponsors

     Strengthening the business capacity of SMEs in     SMEs, business associations and public entities
     the North Portugal Region for the development of   involved in collective actions, governing body
     products and services.                             that implements the financial instrument
                                                        or the fund of funds and business park managing
                                                        entities.

22
Types of actions and examples of actions requiring funding

Direct support for qualification and innovation in SMEs: (i) SME capacity building and qualification
projects, which promote the expansion of internal skills for the development and enhancement
of dynamic competitiveness factors, greater organisational efficiency and innovation; (ii) projects
aimed at strengthening fashion and design capabilities, product development and engineering,
digital economy, services and processes, including the creation or enhancing of laboratory skills,
consulting and support for innovation, brand creation and registration, as well as the certification of
products, services or management systems with relevance for the company’s competitiveness and
innovation; (iii) projects aimed at strengthening organisational and management skills; investment
in information and communication technologies (market access through an effective presence in the
digital economy); (iv) production investments focusing on innovation, which translate not only in the
production of high-quality, differentiating goods or services, with a high level of national content,
creating opportunities for internationalisation or strengthening the presence in international
markets, but also in the improvement of production, organisational and marketing processes.

Simplified innovation project: a simplified tool to support small business initiatives by SMEs,
restricted to companies without any approved investment projects in the area of qualification/
innovation (provided in PI 3.3). Support shall be given for the hiring of consulting services in the
field of innovation, such as consulting in the areas of management, technological support, consulting
in the field of digital economy, consulting on the acquisition, protection and marketing of intellectual
and industrial property rights and on licensing agreements, consulting on the use of testing and
certification services and standards.

                                                                                                           23
Priority Axis 2
           Competitiveness of Small and Medium Sized Enterprises

                    Specific goals                                        Sponsors

     Strengthening the business capacity of SMEs in     SMEs, business associations and public entities
     the North Portugal Region for the development of   involved in collective actions, governing body
     products and services.                             that implements the financial instrument
                                                        or the fund of funds and business park managing
                                                        entities.

24
Types of actions and examples of actions requiring funding

Support for collective actions: (i) activities related to demonstration, awareness-raising, dissemination
of best practices on topics relevant to SMEs (i.e. ICT opportunities, business cooperation and
network operation, information management and management of innovation processes, non-regular
programmes intended to monitor the progress of the national, regional or sectoral economic activity);
(ii) projects aimed at developing the strategic capabilities and competitive management of SMEs,
building their knowledge on modern distribution networks and on product and service placement,
which enable them to assert themselves as potential suppliers before large companies.

Business hosting: projects for the creation and expansion of areas of business hosting and of
functional, logistic and organisational structuring of existing business clusters. Business clusters
previously backed by European funds are not eligible for structuring projects.

                                                                                                            25
Priority Axis 3
           Low Carbon Economy

                     Specific goals                                           Sponsors

     Increasing energy efficiency in enterprises,          Companies, Private Social Solidarity Institutions
     supporting the implementation of integrated           and the body that implements the financial
     measures to promote energy efficiency and             instrument or fund of funds.
     rationalising consumption.

     Increasing energy efficiency in the public            Local public administration, public entities
     infrastructures of local administration, supporting   managing social housing and the bodies
     the implementation of integrated measures to          responsible for implementing financial
     promote energy efficiency and rationalising           instruments or the fund of funds.
     consumption. ➢

     Increasing energy efficiency in the social
     housing sector, supporting the implementation of
     integrated measures to promote energy efficiency
     and rationalising consumption.

26
Types of actions and examples of actions requiring funding

(i) conducting of energy audits and support for the development of Energy Consumption
Rationalisation Plans, provided the implementation of the investments in energy efficiency resulting
from those plans is verified; (ii) specific actions applied to production processes as technological
low-carbon measures, to be applied specifically to some industrial sub-sectors (e.g. the application
of membrane processes in the food industry, the use of new catalysts in the chemical industry,
technological interventions on electrical engines, heating and cooling, lighting and other measures
aimed at increasing efficiency in industrial processes); (iii) specific actions, mainly associated with
the service sector, in efficient equipment, such as efficient lighting, efficient windows, efficient
insulation, green heat and energy management system support in service buildings; (iv) energy
production technologies from renewable sources for own consumption, as long as these are included
in the integrated project; (v) in case of cargo transport companies, support may be given for the
renovation or conversion of freight vehicle fleets with the aim of switching to cleaner energy.

Support for integrated investment in energy efficiency in public infrastructures and in the social
housing sector, through (i) the conducting of energy audits and support for the preparation of
Energy Consumption Rationalisation Plans (PREN), provided the implementation of the investments
in energy efficiency resulting from those plans is verified; (ii) investment in energy efficiency
refurbishments in the buildings and equipment of Local and Sub-regional Government, through
investments such as the integration of solar water heating, incorporation of micro-generation, lighting
systems, heating, ventilation and air conditioning (HVAC), interventions on building façades and
roofs); (iii) the creation of urban thermal energy networks, provided these are used exclusively to
power more heat- and cold-consuming public building clusters. (iv) investments in equipment to
improve the energy efficiency of public lighting.

                                                                                                          27
Priority Axis 3
           Low Carbon Economy

                     Specific goals                                           Sponsors

     Promoting more sustainable environmental and          Public entities and operators of public passenger
     energetic mobility, within a wider framework of       transport services.
     decarbonisation of social and economic activities
     and promotion of economic and social cohesion,
     while guaranteeing territorial equity in the access
     to infrastructure, collective equipment and
     general interest services.

28
Types of actions and examples of actions requiring funding

Support shall be given to actions resulting from Mobility and Transport Plans: (i) increasing soft
modes (walking and cycling), by building cycle paths or footpaths (excluding those created mainly
for recreational purposes), which may require the elimination of points of accumulation of accidents
involving pedestrians and cyclists; (ii) strengthening of multimodal integration in urban passenger
public transportation systems, through the improvement of integrated ticketing solutions;
(iii) improving the network of collective public urban transport interfaces, with special attention to
the quality of the service, accessibility for pedestrians and bicycles, its functional organisation and
its integration into the urban territory, with a view to increasing the use of public transportation
and the aforementioned non-motorised soft modes; (iv) structuring high demand urban corridors,
namely by prioritising access to infrastructure by public transport and soft modes, through the
creation of specific corridors “in the proper place”; (v) adopting systems that allow providing real-
time information directly to users; (vi) development and acquisition of equipment for information
and management systems used in innovative and experimental transportation solutions, suitable for
linking urban areas and sparsely populated territories, including flexible transportation solutions,
powered by cleaner energy.

                                                                                                          29
Priority Axis 4
            Environment Quality

                      Specific goals                                      Sponsors

     Promoting the appreciation of the excellence of    Local, central and regionally disperse public
     the cultural and natural heritage in the context   administration, municipal enterprises, private
     of distinctive regional strategies for tourism     non-profit entities, cultural agents and
     development.                                       environmental non-governmental organisations
                                                        (ENGOs).

     Promoting the environmental, urban and             Local, regional and regionally disperse public
     landscape quality of low density, scarcely         administration and the body that implements the
     populated territories, as a factor of regional     financial instrument or fund of funds.
     differentiation and assertion.

30
Types of actions and examples of actions requiring funding

(i) appreciation and promotion of historical and cultural public assets and culture-oriented
equipment with high tourist value. (ii) qualification, development of an integrated service offer
and promotion of networks of protected/tourist value areas; (iii) territorial marketing of areas with
high natural, cultural and landscape value, including tourism promotion directed at the domestic
market; (iv) organisation and promotion of cultural events with high international impact in terms of
projecting the image of the North Portugal Region and that boost the development of tourism.

(i) comprehensive refurbishment of buildings (priority to buildings aged 30 years or over),
particularly those intended for housing, public use equipment, trade and/or services; (ii)
refurbishment and conversion of abandoned industrial units, namely for housing, public use
equipment, trade and/or services; (iii) recovery, expansion and enhancement of urban ecological
systems and structures and green infrastructures; (iv) rehabilitation of the public space, as long as
it is integrated into the rehabilitation of the surrounding buildings; (v) qualification of public spaces;
(vi) demolition of buildings with a view to create public spaces, as long as it is integrated into the
rehabilitation of the surrounding buildings; (vii) development of innovative experiments and pilot
actions in the field of sustainable urban development; (viii) preparation of studies to improve air
quality and reduce noise in urban settings; (ix) monitoring of air quality and noise, involving support
for the acquisition of equipment, with integration into the national information system (QualAr).

                                                                                                             31
Priority Axis 5
           Urban System

                     Specific goals                                          Sponsors

     Promoting more sustainable environmental and        Public or private entities.
     energetic mobility, within a wider framework of
     decarbonisation of social and economic activities
     and consolidation of cities as privileged spaces
     for the integration and coordination of regional
     development policies and anchors.

32
Types of actions and examples of actions requiring funding

(i) increasing soft modes (walking and cycling), by building cycle paths or footpaths (excluding
those created mainly for recreational purposes), which may require the elimination of points of
accumulation of accidents involving pedestrians and cyclists; (ii) strengthening of multimodal
integration in urban passenger public transportation systems, through the improvement of integrated
ticketing solutions; (iii) improving the interface network (including different categories, such as those
suggested in the Mobility Package, for e.g., point of arrival and connection or small- and medium-
sized interfaces), with special attention to the quality of the service provided, accessibility for
pedestrians and bicycles, its functional organisation and its integration into the urban territory, with
a view to increasing the use of public transportation and the aforementioned non-motorised soft
modes; (iv) structuring high demand urban corridors, namely by prioritising access to infrastructure
by public transport and soft modes, through the creation of specific corridors “in the proper place”
(namely conventional BUS corridors, BRT (Bus Rapid Transit) corridors or LRT (Light Rail Transport)
corridors); (v) adopting systems that allow providing real-time information directly to users;
(vi) development and acquisition of equipment for information and management systems used in
innovative and experimental transportation solutions, suitable for linking urban areas and sparsely
populated territories, including flexible transportation solutions, powered by cleaner energy.

                                                                                                            33
Priority Axis 5
           Urban System

                     Specific goals                                      Sponsors

     Promoting the environmental, urbanistic and      Local, regional and regionally disperse public
     landscape quality of urban centres of higher     administration and the body that implements the
     hierarchical levels as a factor of territorial   financial instrument or fund of funds.
     structuring, social well-being and regional
     competitiveness.

     Promoting social inclusion in poorer urban       Public or private entities, both collective and
     areas, through physical, economic and social     individual, and the body that implements the
     regeneration initiatives.                        financial instrument or the fund of funds, which
                                                      promote urban projects under integrated plans.

34
Types of actions and examples of actions requiring funding

(i) comprehensive refurbishment of buildings (priority to buildings aged 30 years or over),
particularly those intended for housing, public use equipment, trade and/or services;
(ii) refurbishment and conversion of abandoned industrial units, namely for housing, public use
equipment, trade and/or services; (iii) recovery, expansion and enhancement of urban ecological
systems and structures and green infrastructures; (iv) rehabilitation of the public space, as long as
it is integrated into the rehabilitation of the surrounding buildings; (v) qualification of public spaces;
(vi) demolition of buildings with a view to create public spaces, as long as it is integrated into the
rehabilitation of the surrounding buildings; (vii) development of innovative experiments and pilot
actions in the field of sustainable urban development; (viii) preparation of studies and air quality
plans and to reduce noise at the urban scale; (ix) air quality and noise monitoring systems (support
for the acquisition of equipment, with integration into the national information system (QualAr)).

(i) urban rehabilitation and qualification (including housing, arrangement of public spaces,
eliminating physical barriers restricting the mobility of disabled people, urban hygiene and
sanitation programmes); repurposing of public facilities (with high potential for social or economic
purposes) and derelict urban areas.

                                                                                                             35
Priority Axis 6
           Employment and Job Mobility

                     Specific goals                                          Sponsors

     Encouraging the creation of self-employment         SMEs, business associations, municipalities and
     and businesses by the unemployed and other          social enterprises and third-sector entities, local
     disadvantaged or inactive people.                   development agents, the cooperative sector
                                                         and the body that implements the financial
                                                         instrument or fund of funds.

     Ensuring the economic valorisation of               Public and private non-profit organisations that
     endogenous resources in low-density areas,          promote rural and low-density areas, as well
     through the implementation of specific strategies   as the economic valorisation of endogenous
     to promote territorial competitiveness.             resources.

     Reinsertion of inactive and unemployed people       Local administration bodies.
     into the labour market.

36
Types of actions and examples of actions requiring funding

(i) small investment for the expansion of business activities and the creation of micro-enterprises,
in which the creation of employment is a key criteria for funding; (ii) business initiatives to create
micro- and small-sized locally based companies, especially in areas with low population density,
promoting the creation of self-employment and diversifying local economy; (iii) investment for the
expansion or creation of social enterprise incubators.

Support for integrated actions with the purpose of: (i) promoting operations to qualify and promote
emblematic villages and rural centres (signage, promotional material, recovery of public assets,
conducting studies and documents on tangible and intangible heritage, particularly that associated
with place names and, therefore, with strong links to history, culture, archeology and geography,
etc.); (ii) tourist activities, development of crafts and traditional, quality products (iii) valorisation
and management of local productive systems (covering joint initiatives for promotion and marketing,
cooperative development, pooling of equipment or of certification or social and technological
innovation processes), (iv) provision of collective tech support services, joint promotion of local
products and services and access to markets, involving organisational and technological models
adapted to these territories.

Traineeships in Local Administration.

                                                                                                             37
Priority Axis 6
           Employment and Job Mobility

                     Specific goals                                       Sponsors

     Encouraging the creation of self-employment      Public entities in the employment and training
     and businesses by the unemployed and other       sector, micro-enterprises, entrepreneurs and
     disadvantaged or inactive people.                social enterprises, public bodies and non-profit
                                                      organisations, which operate in the social and
                                                      employment areas, local development agents, the
                                                      cooperative sector and the body that implements
                                                      the financial instrument or the fund of funds.

     Increasing the number of workers and employers   Companies, business associations and business
     that are able to adopt new techniques,           clusters, public entities and social enterprises.
     technologies and organisational methods to
     improve their employability. ➢

     Increase the hiring of highly skilled human
     resources, thereby contributing to increase
     entrepreneurial skills in R&D&I and intensify
     interactions between companies and regional
     STS entities.

38
Types of actions and examples of actions requiring funding

(i) initiatives aimed at creating self-employment by the unemployed and youths seeking their first
job; (ii) actions aimed at creating self-employment by recipients of unemployment benefits, through
the total or partial advance payment of such benefits, in order to ensure the private national
co-financing of the operations; (iii) initiatives in the sector of crafts and traditional trades, through
the professional integration of unemployed people, thus promoting self-employment; (iv) actions
by micro-enterprises that promote job creation, particularly in low-density areas, and cooperative
entrepreneurship; (v) green micro-entrepreneurship and social micro-entrepreneurship actions;
(vi) job-creation initiatives and entrepreneurship, through the micro-credit system.

Training for business innovation, through (i) training and qualifying innovation and business
management for managers; (ii) training actions that lead to greater efficacy in the innovation
processes of companies, associated with investment projects.

(i) actions aiming at integrating highly qualified human resources into companies; (ii) initiatives to
hire PhD and Postdoc graduates coming from regional STS entities.

                                                                                                            39
Priority Axis 7
           Social Inclusion and Poverty

                     Specific goals                                       Sponsors

     Qualifying and adapting the current network      Public entities and third-sector non-profit entities
     of social and health services and equipment in   working in the social and health areas.
     order to meet the needs of the population.

     Creating locally-based socio-economic            Public entities, non-profit private entities,
     development strategies led by the respective     companies and Local Development Associations.
     communities.

40
Types of actions and examples of actions requiring funding

Health equipment: (i) construction, requalification and equipping of units providing primary health
care (including Family Health Units and Long-Term Care Units), thereby consolidating the Primary
Health Care network; (ii) refurbishment and improvement of hospital emergency services;
(iii) acquisition and development of information systems that enable health institutions to work as a
network and improve communication with users, thus promoting better citizenship in health;

Social facilities: (i) social infrastructures in the areas of childhood, disability and old age, involving
the construction, conversion and adapting of facilities; (ii) investment in equipment and technology
in therapeutic areas directed at people with disabilities; (iii) acquisition and development of
information systems that enable social institutions to work as a network and improve communication
with users.

(i) projects aimed at qualifying and promoting innovation in product development in the primary
sector; (ii) actions aimed at promoting and enhancing the natural and cultural heritage; (iii) initiatives
aimed at supporting entrepreneurship, creation of businesses, self-employment and jobs
(iv) social innovation projects with a strong focus on inclusiveness and solidarity; (v) actions aimed at
stimulating innovation in terms of new social answers for social challenges identified.

                                                                                                             41
Priority Axis 7
           Social Inclusion and Poverty

                     Specific goals                                           Sponsors

     Promoting social inclusion initiatives that foster   Non-profit public and private entities.
     innovating and/or experimental partnerships and
     that involve a wide range of entities.

     Boosting the creation of locally-based socio-        Public entities, non-profit private entities,
     economic development strategies led by the           companies and Local Development Associations.
     respective communities.

42
Types of actions and examples of actions requiring funding

(i) integrated innovation, social experimentation and territorial animation programmes, involving
sub-regional social networks; (ii) “Employment-Insertion Contracts” (CEI) with unemployment
benefits or income support supplement beneficiaries (RSI) registered with the public employment
service, to carry out socially necessary local work, and working at non-profit public (namely
municipalities) or private entities, which must: (a) promote the employability of these unemployed
people, preserving and improving their social and professional skills by maintaining them in
contact with the labour market; (b) promote contacts between the subsidised unemployed and RSI
beneficiaries and other workers and activities, thereby avoiding the risk of them feeling isolated,
demotivated or marginalised; (c) support socially useful activities, in particular those that meet the
local or regional needs, including supporting the conservation and maintenance of the natural,
cultural and urban heritage; (d) assign unemployed people to activities that meet temporary social
or collective needs, enhancing their professional advancement and with a view to improving their
employability profile and working towards their future (re)integration into the labour market.

(i) actions aimed at qualifying and promoting innovation in product development in the primary
sector; (ii) actions aimed at supporting entrepreneurship, creation of businesses, self-employment
and jobs (iii) social innovation projects with a strong focus on inclusiveness and solidarity;
(iv) initiatives aimed at stimulating innovation in terms of new social answers for social challenges
identified; (v) actions aimed at qualifying people, including supporting technically qualified young
people in the implementation of social innovation projects in critical urban areas or rural and low-
density coastal areas.

                                                                                                         43
Priority Axis 8
           Education and Learning Throughout Life

                     Specific goals                                            Sponsors

     Continuing the refurbishment/modernisation            Municipalities and other entities in the sector of
     of pre-school, primary, secondary and higher          education and training.
     education facilities and of vocational training
     facilities, bridging gaps and improving the
     conditions for education, teaching and vocational
     training, in addition to actions aimed at improving
     the quality of the system.

     Promoting improvements in the educational             Municipalities, pre-school, primary and
     success of students, reducing dropouts,               secondary schools, public entities, social
     combating school failure and strengthening            economy entities and local development agents.
     measures that promote equitable access to basic
     and secondary education.

44
Types of actions and examples of actions requiring funding

(i) interventions in schools of the second and third cycles of basic education and secondary
education transiting from the 2007-2013 programming period; (ii) interventions aimed at
refurbishing schools of the second and third cycles of basic education and secondary education that
are degraded and/or whose requalification is part of solutions to reorganise the network and enable
the diversification of supply in secondary education and enforcement of compulsory education;
(iii) interventions on the pre-school and first cycle of basic education networks, namely on facilities
that promote the rationalisation of the school network; (iv) acquisition of facilities for higher
education, intended for new TeSP/ISCED level 5 short duration higher education courses or for the
creation of new higher education programmes directly aimed at the needs of the labour market;
(v) interventions to requalify and modernise the vocational training infrastructure.

Actions that favour the improvement of educational success, either through nation-wide
development programmes (TEIP, but also “Programa Mais Sucesso Escolar” – Fénix models,
“Turma Mais” and “hybrid” projects) or through support to integrated and innovative approaches
to combating underachievement at a local or intermunicipal level, particularly in the context of
municipal educational projects.

Information, monitoring and assessment actions on the measures and devices implemented to
prevent school dropouts and promote academic success, with a view to improve the quality,
efficiency and efficacy of such measures and devices.

Actions aimed at promoting equality in the access to preschool, primary and secondary education,
through plans to assist special education students transition into post-school life and programmes
aimed at supporting special education students in preschool, primary and secondary education.

Actions aimed at strengthening the school’s social action in primary and secondary levels, namely in
terms of school food programs.

                                                                                                          45
Priority Axis 8
           Education and Learning Throughout Life

                     Specific goals                                          Sponsors

     Increasing the number of tertiary education          Higher education institutions, General
     graduates by creating conditions for the             Directorate of Higher Education.
     continuation of studies at level ISCED 5 of higher
     education, broadening and diversifying this offer.

     Increase the number of PhDs and Postdocs, by
     creating conditions for the completion of the
     respective study programmes, in a framework
     aimed at improving the quality and efficiency of
     higher education, with a view to strengthening
     research, technological development and
     innovation in the regional areas of smart
     specialisation.

     Increasing the number of graduates from post-        Training Entities offering Technological
     secondary education and vocational training,         Specialisation Courses.
     strengthening the supply of specialised
     technicians that economic development requires,
     favouring a smooth transition from school into
     working life and promoting improvements in the
     efficiency of the education and training systems.

46
Types of actions and examples of actions requiring funding

(i) mobility grants for displaced students, under “Programa + Superior”, aimed at students of higher
education institutions with lower demand and based in sub-regions with lower population pressure;
(ii) advanced professional technical courses (TeSP/ISCED5), which represent a new type of non-
degree higher education courses, taught in polytechnic education establishments and integrating
general and scientific training components, technical training and training in a work environment,
through internships, focusing on priority areas of the Norte Region’s Smart Specialisation
Strategy (RIS3); (iii) PhD and Postdoc programmes and actions developed by R&D Centres and
Universities, in coordination with companies, focusing on priority areas of the Norte Region’s Smart
Specialisation Strategy (RIS3);

Funding shall be provided for Technological Specialisation Courses (CET), which are post-
secondary education technical training courses combining general and scientific training,
technological training and work environment training. At the regional level, the offering of these
courses shall be coordinated with the offer of Higher Education Professional Technical Courses.
In higher education, CETs shall be progressively discontinued, and this offer shall be maintained
by entities duly authorised to administer them, including vocational schools, technical schools and
vocational training centres under direct or contract management.

                                                                                                       47
Priority Axis 9
            Institutional Capacity Building and ICT

                      Specific goals                                         Sponsors

     Increasing access to and use of local and regional   Disperse and local public administration and
     digital public services and improve the internal     public enterprises.
     efficiency of public administration through ICT.

     Qualifying the delivery of public services,          Local administration.
     through the qualification of services and training
     of workers, promoting the reduction of context
     costs and creating a favourable environment for
     regional and local development.

48
Types of actions and examples of actions requiring funding

Regional and local electronic public services, directed at citizens and businesses, which provide
flexible and customised ways of interacting with the public administration and a reduction in context
costs (e.g., digitalisation of municipal services and their availability through different platforms, using
electronic identification);

Creation of spaces or adoption of mobility solutions through which users can access electronic
public services in a mediated way (e.g. installation of citizen spaces, which provide assisted digital
public administration services);

Innovative projects using ICT in response to emerging societal challenges (e.g., actions aimed at
experimenting and disseminating innovative technologies in public administration, in terms of the
development of electronic public participation mechanisms);

Solutions that enable the creation of open, flexible and interoperable digital public services (e.g.,
development and integration of internal and back office systems between different sectors and levels
of government);

Solutions that promote greater internal efficiency in public services (e.g., actions aimed at
reengineering, simplifying and de-materialising internal processes, which promote efficiency gains
and eliminate bottlenecks in local government).

Training actions associated with administrative modernisation projects, which encourage the use
of new decentralised models for network public service delivery and prepare public services
for regulatory simplification processes and shared services, strengthen their technical capacity,
managerial and monitoring abilities and assess public policies.

                                                                                                              49
Priority Axis 9
           Institutional Capacity Building and ICT

                     Specific goals                                       Sponsors

     Strengthening the ability of actors and networks   Disperse and local public administration and
     for the promotion of territorial development       other relevant regional agents
     actions in the fields of education, employment
     and entrepreneurship, lifelong learning,
     vocational training and social policies.

50
Types of actions and examples of actions requiring funding

Actions aimed at (i) providing technical support for the coordination, promotion, implementation and
follow-up of territorial and sectoral action plans; (ii) modernising and implementing best practices
across institutional actor networks, including international benchmarking practices; (iii) training
of agents involved in territorial development; (iv) strengthening competences for the promotion,
monitoring and follow-up of policy assessment and territorial dynamics; (iv) territorial promotion and
enhancement.

                                                                                                         51
Priority Axis 10
                   Technical Assistance

                     Specific goals                                        Sponsors

     Creating the conditions for the effective and       CCDR-N and other public bodies involved in the
     efficient exercise of the competences and duties    management of NORTE 2020.
     of the Managing Authority.

     Ensuring the involvement and active
     participation of “stakeholders”, by disseminating
     information to citizens and businesses and
     empowering beneficiaries.

52
Types of actions and examples of actions requiring funding

(i) activities related to the management, preparation, promotion, follow-up, control and assessment
of the Programme; (ii) studies and projects; (iii) acquisition or rental of computer equipment and
software for the development of the management, follow-up and monitoring systems; (iv) services
required for the publication and dissemination of the measures co-funded by ERDF and ESF as part
of the Priority Axes and of the Regional Programme in general, including promotion and initiatives
to raise awareness to the potential beneficiaries; (v) preparing of documents, namely aimed at
providing information and guidelines on technical procedures within the goals of the co-funded
policy measures; (vi) Monitoring Committees and other meetings and working sessions necessary for
management, follow-up, monitoring, assessment, dissemination and public participation.

                                                                                                      53
WEBSITE
The NORTE 2020 website, available at www.norte2020.pt, provides all the information, links and contacts necessary
to apply for the programme’s support opportunities. It concentrates the regulatory texts that set out the functioning and
implementation of NORTE 2020, notices of calls for applications and all the supporting information, as well as the
respective results, including the list of sponsors, with the designation of the projects backed and the amounts co-funded.

In addition to a privileged channel of communication and access to NORTE 2020, the website is also intended to be
a tool to support the dissemination of best practices in the application of EU funds. Specifically, the areas “Notícias”
(News) and “Multimédia” (Media) will be used to disseminate initiatives launched by the sponsors of the programme.

                                                                                                                             55
CONCEPTS
Repayable aid or incentive – Financial support, of a temporary nature, granted to a beneficiary, which must be
repaid according to a fixed timetable.

Managing Authority – Entity designated by the Member State to manage the operational programme, being
responsible for its effectiveness and its correct management and performance.

Notice – Call for applications to the Operational Programme, by tender or by invitation, which must contain,
among other elements, an indication of the need for a pre-application stage, the nature of the beneficiaries, types
of operations and intervention areas to be supported, an indicative allocation of the fund to be granted, the
maximum number of applications that may be submitted by each beneficiary, the rules and limits on expenditure
eligibility, the conditions for the funding, including its nature, charges and the minimum and maximum amounts
and the criteria for the selection of operations to be funded. A full list of the elements of the Notice is available in
Article 16(6) of Decree-Law No. 159/2014.

Application – Formal request for public financial support (national and/or European) submitted by the beneficiary/
sponsor to the managing authority of an operational programme, with the aim of ensuring the implementation of
projects eligible for funding. The application is formalised by filling in the online standard form available at the
Balcão 2020 website: https://balcao.portugal2020.pt/Balcao2020/Utilizador/Utilizador/Login and providing any
other documentation required by the Managing Authority.

Tender – Procedure for the submission of applications whenever there are multiple potential beneficiaries
applying for the same type of operation.

Operation – A project selected by the Management Authority or under its responsibility, according to the selection
criteria established by the Monitoring Committee and implemented by one or more beneficiaries/sponsors.
Intermediate Bodies – Public or private entities performing management duties delegated by the managing
authority.

                                                                                                                           57
ACRONYMS
CIC Portugal 2020   Comissão Interministerial de Coordenação do Portugal 2020
                    (Inter-ministerial Committee for the Coordination of Portugal 2020)
        EAFRD       European Agricultural Fund for Rural Development
         EMFF       European Maritime and Fisheries Fund
         ERDF       Regional Coordination and Development Committee
          ESIF      European Structural and Investment Funds
           ESF      European Social Fund
    NORTE 2020      Operational Programme for the North Portugal Region 2014-2020
         NUTS       Nomenclature of Statistical Territorial Units
           STS      Scientific and Technological System

                                                                                          59
NOTES:
Rua Rainha D. Estefânia, 251 | 4150–304 Porto | T 00351 227 662 020
You can also read